Month / September 2021
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Japan stocks look poised for big gains in Q4 but China risks loom
As US rates head back up, Japan stocks look poised for further gainsHaving spelt out its plans to start its tapering before year-end and complete the program by middle of next year,…
September 25, 2021 -
Japan’s young lawmakers revolt while US investors worry about earnings
Japan’s younger lawmakers breaking ranks to vote for changeWe remain excited about the prospects of our own stock market in Japan as a generational battle is brewing within the ruling LDP party…
September 19, 2021 -
Domestic politics to dominate sentiment in rising Japan stock market
LDP leadership race promises big changes, even at BOJ Although Japan’s politics has had some colourful and assertive characters in the past three decades like Ryutaro Hashimoto, Ichiro Ozawa and Junichiro Koizumi, we…
September 10, 2021 -
Japan stocks come alive as Suga resigns but future China relationship to worsen
As Japan’s PM resigns, Japan’s stock market is coming aliveAs we have long anticipated, Mr Suga has finally stepped down, leaving the door open to potentially some exciting changes at the top…
September 4, 2021